Investment adviser · CRD 307712
POLEN CAPITAL UK LLP
Investment adviser filing (IA)
LONDON, United Kingdom · Form ADV filed Feb 20, 2020
- Regulatory AUM
- $997K Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | Fewer than 5 | $997,037 | 100.0% |
Filing source
Form ADV 1383104 · Feb 20, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 20, 2020. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets
Principal office
OFFICE 701 DAWSON HOUSE, 5 JEWRY STREETLONDON, EC3N 2EZ, United Kingdom
CRD 307712
Filing source
Form ADV 1383104 · Feb 20, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.